Dynamics 365 AX Dist/Trade: 5-Day Workshop

This instructor led, hands on lab workshop has seven days of training covered in a five-day format. You will have full use of a Dynamics 365 for Operations lab environment.

Agenda

Module 1: Introduction to Dynamics 365 for Operations

• How Dynamics Supply Chain and Distribution is integrated within the Dynamics 365 for Operations cloud based framework
• New feature and functionality on Dynamics 365 for Operations
• Similarities/differences with AX 2012 and 2009 versions

Module 2: Inventory Management

• Configure and manage products and inventory

Module 3: Distribution and Trade

• Manage customer and vendor relationships
• Manage the purchase process
• Manage the sales process

Module 4: Intercompany Order Processing

• Set up intercompany ordering
• Process a purchase order-initiated intercompany chain
• Process a sales order-initiated intercompany chain
• Configure intercompany agreements
• Update and synchronize an intercompany order chain
• Configure direct delivery for intercompany orders
• Process intercompany return orders
• Process intercompany orders utilizing serial and batch numbers

Module 5: Procurement

• Set up and maintain vendors
• Set up and maintain catalogs
• Create and manage purchase requisitions
• Configure purchasing policies and signing limits
• Configure purchasing workflows
• Inquiries, reports, and other purchase order tasks

Module 6: Vendor Collaboration

• Manage users and workflows for vendor collaboration
• Consignment inventory configuration
• Managing consignment inventory

Module 7: Product Costing and Inventory Valuation

• Valuation: FIFO, LIFO, weighted average, moving average
• Inventory close
• Standard cost
• Production costing
• Ledger integration
• Inventory insight and reconciliation
• Non-stock items
• Cost explorer

Module 8: Course Review